HGTY (Hagerty) Institutional Ownership: 92.46% (As of Jul. 08, 2026)


HGTY Hagerty Inc HGTY
65 GF Score
Price $12.11
GF Value $9.65
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Hagerty Institutional Ownership?

Hagerty HGTY -0.33% 65 Institutional Ownership is 92.46% as of Jul. 08, 2026. GuruFocus rates HGTY with a GF Score™ of 65/100 and a GF Value™ of $9.65 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Hagerty's institutional ownership is 92.46%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Hagerty's Insider Ownership is 3.60%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Hagerty's Float Percentage Of Total Shares Outstanding is 46.95%.

Hagerty Institutional Ownership Historical Data

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The historical data trend for Hagerty's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Hagerty Institutional Ownership Chart

Hagerty Historical Data

The historical data trend for Hagerty can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 23.67 23.55 23.71 23.71 24.09 23.99 24.72 25.15 25.31 25.20
HGTY
65GF Score
Hagerty Inc HGTY
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Hagerty Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 92.46% mean?
Hagerty (HGTY) has a Institutional Ownership of 92.46% as of Jul. 08, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Hagerty and its competitors.
Is Hagerty's Institutional Ownership too high?
Hagerty's current Institutional Ownership is 92.46%. Overall, Hagerty has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hagerty's Institutional Ownership compare to UVE and ASIC?
Hagerty's Institutional Ownership of 92.46% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Insurance company?
A good Institutional Ownership depends on the Insurance industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Hagerty and its competitors. Hagerty's current Institutional Ownership is 92.46%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hagerty stock overvalued right now?
Based on GuruFocus' analysis, Hagerty (HGTY) is currently considered Modestly Overvalued. The stock's GF Value™ is $9.65, compared to a current price of $12.11 — trading 25.5% above its estimated fair value. The current Institutional Ownership is 92.46%. Hagerty's overall GF Score™ is 65/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Hagerty (HGTY), the current Institutional Ownership is 92.46% as of Jul. 08, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Hagerty (HGTY) Overvalued in 2026?

Based on GuruFocus' analysis, Hagerty stock appears to be overvalued. The current stock price of $12.11 is trading 25.5% above its estimated GF Value™ of $9.65. GuruFocus considers Hagerty to be Modestly Overvalued.

Key valuation signals for HGTY:

  • Institutional Ownership: 92.46%
  • GF Value™: $9.65 vs. price of $12.11 (25.5% above fair value)
  • GF Score™: 65/100 with 5 warning signs

No single metric tells the full story. See the HGTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Hagerty Business Description

Address 121 Drivers Edge, Traverse, MI, USA, 49684
Hagerty Inc is a provider of specialty automotive insurance. The company underwrites, sells, and services classic car and enthusiast vehicle insurance policies. Substantial revenue is derived from Commission and fees. Geographically, it serves Europe, Canada, and the United States.
65GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$12.11
Price
$9.65
GF Value